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Refinance

  • Most recent mortgage statement

  • Insurance Declarations page

  • Property tax bill

  • Last two years income tax returns including W2's or 1099's.

  • All pay stubs from the last 30 days.

  • Proof of any other income such as child support, social security, retirement, etc.

  • 2 most recent bank statements (all pages)

  • Most recent 401K statement or evidence of any other assets such as bonds, stocks, or money saved in any other type of retirement program. (all pages)

  • Copy of ID/DL 

  • Copy of permanent residency card or employment authorization card. (if applicable)

  • Divorce decree (if applicable)

If you already own a home, we need the following for all your properties:​

  • Most recent mortgage statement 

  • Insurance Declarations page 

  • Property tax bill 

Refinance Checklist

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